+50.6%
WST vs SUI
-4.1%
+54.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.4% | -0.2% |
| 7D | +4.9% | -3.8% | +8.7% | +5.7% |
| 30D | +10.7% | +3.9% | +6.7% | +9.2% |
| 3M | +16.8% | +0.2% | +16.6% | +16.3% |
| 6M | +32.0% | -4.2% | +36.1% | +33.0% |
| YTD | +49.9% | -2.5% | +52.5% | +48.6% |
| 1Y | +50.6% | -4.0% | +54.7% | +52.5% |
| All | +50.6% | -4.1% | +54.7% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling